Fort Sheridan Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $992K | Buy |
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|
2025
Q1 | $920K | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $890K | Buy |
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|
2024
Q2 | $808K | Sell |
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|
2024
Q1 | $869K | Buy |
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|
2023
Q4 | $822K | Sell |
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|
2023
Q3 | $823K | Sell |
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|
2023
Q2 | $887K | Buy |
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|
2023
Q1 | $996K | Buy |
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|
2022
Q4 | $758K | Sell |
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|
2022
Q3 | $794K | Buy |
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|
2022
Q2 | $794K | Buy |
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|
2022
Q1 | $849K | Sell |
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|
2021
Q4 | $882K | Buy |
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|
2021
Q3 | $853K | Buy |
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|
2021
Q2 | $799K | Buy |
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|
2021
Q1 | $831K | Buy |
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|
2020
Q4 | $428K | Buy |
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|
2020
Q3 | $286K | Buy |
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|
2020
Q2 | $281K | Sell |
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|
2020
Q1 | $234K | Buy |
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|
2019
Q4 | $371K | Buy |
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